Strategic Accounting Backed by a Growth Plan
We don’t just manage your books – we give your business a path forward.
Your Numbers Deserve a Strategy
Most accounting firms stop at compliance. At IncSight, that’s just where we begin.
The IncSight Growth Plan is a quarterly, personalized roadmap built from your actual financials. It transforms your financial data into strategic action steps, providing insight into your numbers, your opportunities, and your trajectory. Whether you’re just getting organized or preparing for a big leap, we help you understand your current position, uncover opportunities, and chart the clearest path forward.
In times of economic uncertainty or rapid change, every business owner needs more than just numbers. You need an accountant who can help you understand where you stand and chart a clear path forward. That’s exactly what the Growth Plan is built for.
Know where you stand. Know where you’re going.
Most small business owners manage their finances reactively. They’re unsure where their business stands, how much they’re overpaying in taxes, or what steps to take next.
What’s Included in the Growth Plan?
The Growth Plan is available exclusively in our Growing Plan tier. It’s more than accounting — it’s a system of review, reporting, and real strategy.
Each quarter, you receive a fully guided review of your business health:
- KPI-Focused Financial Report tailored to your industry
- Quarterly “IncSights” Report with action steps
- Tax Strategy Review identifying immediate and future savings
- 1:1 Growth Review Session with your accountant or advisor
- Benchmarking Tools to measure performance vs. similar businesses
- Access via the IncSight App
The Growth Plan gives you not only financial accuracy, but financial clarity.
Your Plans, Your Path
Upgrade to the Growing Plan and start building your Growth Plan today
Who It’s For
- The Growth Plan is perfect for:
- Business owners ready to scale
- Founders who want proactive tax planning
- Clients looking to optimize margins, staffing, or cash flow
- Teams who want clarity each quarter, not just at tax time
How It Works
- We organize your data and clean your books
- Each quarter, we generate your Growth Plan report
- You meet with your advisor to review, refine, and execute
> By the end of the year, you’ll have made 4 strategic decisions you wouldn’t have made on your own.
Vision
“To redefine the way the world sees accountants by empowering entrepreneurs, business owners, and industry disruptors alike to fulfill their full potential.”
Mission Statement
“To redefine the way the world sees accountants by empowering entrepreneurs, business owners, and industry disruptors alike to fulfill their full potential.”
Happy clients
Years of accounting / financial experience
Stress for business owners
Ready to Grow?
Start by comparing our service plans or speaking with our team about whether the Growing Plan is right for you.
Tax Savings Podcast
Video Education for Small Business Owners
Welcome to the small business tax savings podcast your weekly dose of accounting and tax tips specific to small business owners you will be on your way to Growing your business and paying the least amount in taxes as legally possible.
Our unwavering mission? To help business owners pay the least amount in taxes as legally possible!
We’re on a mission to reach every small business owner in the U.S, and your support is propelling us closer to that vision.
Most Recent Videos
Stress Free Financials, Pay Less Taxes & Legally Partner On Your Team
Book a free consultation and let’s see how we can work together.
IncSight Blog
Maximize your business growth with our expert financial insights and best practices.
See what our clients have to say
Worry more on what you do best and let us handle the books. Try us now and we’ll provide a month of your books or FREE!
FAQ
Frequently Ask Questions
What does IncSight do?
IncSight specializes in tax planning, accounting, and advisory services tailored for business owners. We help minimize tax liabilities, manage financials, and provide strategic business insights.
How is IncSight different from other accounting firms?
IncSight goes beyond traditional accounting. We offer proactive tax planning, real-time financial insights, and business advisory services to help clients optimize savings and grow their businesses.
Does IncSight only work with specific industries?
While we serve a wide range of businesses, we specialize in working with contractors, electricians, plumbers, HVAC companies, and other service-based businesses.
What services do you offer?
✅ Tax Planning & Strategy
✅ Business & Personal Tax Return Preparation
✅ Bookkeeping & Accounting
✅ CFO & Business Advisory Services
✅ AI-Driven KPI Dashboards
How much do your services cost?
Our pricing depends on the service level you choose. We offer monthly service plans tailored to different business needs. Would you like me to provide a service breakdown?
Do you offer one-time tax preparation services?
We primarily offer ongoing tax planning and advisory services because tax strategy is most effective when planned throughout the year. However, we do provide one-time tax return preparation.
What is an Accountable Plan, and how does it work?
An Accountable Plan allows business owners to reimburse themselves for business expenses tax-free. You can set this up directly through the IncSight app.
What is the IncSight app, and how can I use it?
The IncSight app helps you:
📌 Track tax strategies in real-time
📌 Schedule meetings with your accountant
📌 Monitor your tax return status
📌 Access financial reports and statements
How can I schedule a call with my accountant?
You can schedule a call anytime through our Calendly link inside the IncSight app.
How do I contact support?
You can contact our team by:
📧 Email: [email protected]
📞 Phone: 844-327-9272
What are your office hours?
Our team is available Monday-Friday from 9 AM to 5 PM EST.
Does IncSight offer CFO services?
Yes! Our CFO services include cash flow management, financial forecasting, and business growth strategies.
How can IncSight help me grow my business?
We provide financial insights, tax-efficient business structures, cost-saving strategies, and access to our partner network to support your business expansion.
Can you help me with funding or business loans?
Yes! We can guide you in preparing financial statements and structuring your business to qualify for loans and grants.
How does the tax return process work with IncSight?
Our tax return process is simple:
1️⃣ Year-End Review: We finalize your financials.
2️⃣ Tax Prep Begins: You upload personal tax docs via Intuit Link.
3️⃣ Return Review: You approve your return before we file.
4️⃣ E-Filing: We submit your return.
5️⃣ Status Updates: You’ll receive updates inside the IncSight app.
Do you offer tax strategy sessions?
Yes! We provide quarterly tax planning sessions to help you stay ahead of tax liabilities and maximize deductions.
Can IncSight help with estate planning?
Yes! We partner with trusted estate attorneys to help clients set up trusts and succession plans.
Do you help with multi-state tax compliance?
Absolutely! We assist with state registrations, sales tax compliance, and multi-state payroll taxes.
What are the different service plans you offer?
How do I know which plan is right for my business?
It depends on your revenue, tax planning needs, and how much advisory support you require. If you’re unsure, we can provide a free consultation to help determine the best plan for you.
How do I know which plan is right for my business?
It depends on your revenue, tax planning needs, and how much advisory support you require. If you’re unsure, we can provide a free consultation to help determine the best plan for you.
How do I know which plan is right for my business?
It depends on your revenue, tax planning needs, and how much advisory support you require. If you’re unsure, we can provide a free consultation to help determine the best plan for you.
What’s included in the TaxElm integration?
TaxElm provides you with access to tax-saving strategies, implementation tracking, and insights to help you reduce your tax liability. It’s available in all our plans through our IncSight app.
what is your booking link for a sales call?
What bookkeeping services are included in the plans?
✔ Entrepreneur Plan: Quarterly bookkeeping with financial statements.
✔ Growing Plan: Quarterly bookkeeping with video reviews and AI-driven insights.
✔ Custom Plan: Options for monthly, quarterly, or specialized bookkeeping services.
Will I have access to my financial reports?
Yes! We provide quarterly financial statements for all plans, and for custom plans, you can select more frequent reporting. The reports will also be on the IncSight App.
Do you use QuickBooks or Xero?
We primarily use Xero for our bookkeeping services, but we can also accommodate QuickBooks users if needed.
Can you clean up my books before starting ongoing services?
Yes! We offer Back Bookkeeping Cleanup as an add-on service. Pricing depends on the number of months needing cleanup.
Is tax preparation included in all plans?
Yes, all plans include one business and one personal tax return. You can add additional tax returns if needed.
Q Do you offer year-round tax planning?
Yes! The Growing Plan and Custom Plans include tax planning sessions to ensure you’re optimizing your tax strategy year-round.
What if I need multiple business tax returns filed?
You can customize your plan by adding more business returns at an additional fee.
Can you handle my state tax filings as well?
Absolutely! We handle federal and state tax filings as part of our tax preparation services.
Can I upgrade or downgrade my plan?
Yes, you can upgrade or downgrade your plan at any time based on your business needs.
Are there any setup fees?
Depending on the plan, we charge an initial setup fee for onboarding and bookkeeping cleanup if necessary.
How long does onboarding take?
The onboarding process typically takes 5-10 business days, depending on the complexity of your business.
Will I have a dedicated accountant?
Yes! All plans come with a dedicated accountant to support your business.
How do I contact my accountant?
You can reach out via email anytime and expect a response within 1 business day. You can also use the booking link on the IncSight app.
Can I get a customized plan?
Absolutely! Our Custom Plan lets you mix and match bookkeeping, tax prep, and advisory services to fit your needs.
Do you work with crypto businesses?
Yes! We provide crypto accounting and integrate crypto transactions into your books.
Can I cancel my service at any time?
Yes, you can cancel anytime with 30 days’ notice.